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📃 Full transcript
* Full transcript of this podcast with MBI about payments
I really enjoyed this conversation about the payments space and I hope you will too!
$PYPL $SQ $AAPL $GOOG $AMZN
If you want to dig deeper, here are a bunch of useful links:
🔥 MBI’s payments deep dives:
* Shopify (there’s a big payment component)
* Square (aka Block)
* Adyen
* PayPal
🔥 David Kim’s payments deep dives at Scuttleblurb:
* Visa/Mastercard (part 1 of 3)
* Payments series (covering: FISV, GPN, FIS, SQ, Stripe, Adyen, part 1 of 4)
* Some thoughts on Fiserv / First Data (FISV)
* Square & PayPal (part 1 of 2)
* Square and PayPal: Comparing Business Models and Strategies
Also make sure to check out the two interviews I did with David (he’s great):
* Interview #1 with David Kim a.k.a. Scuttleblurb
* Interview #2 with David Kim a.k.a. Scuttleblurb (2022 Edition)
🎧 Jimmy Soni podcast interview on his PayPal book:
* Podcast #6: Jimmy Soni on the PayPal Mafia (Musk, Thiel, Levchin, etc), startups, tech, the research process, and much more
🎧 Previous podcast with MBI on Constellation Software:
* Going deep on Constellation Software with Mostly Borrowed Ideas (MBI)
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